
Okay, Computer: Q1 Tech Earnings Preview with Gene Munster of Deepwater Asset Management
RiskReversal Pod
00:00
Tesla's NASDAQ Is Up Nearly 20% From Its Lows
I think it's probably at some point in the next two or three years, will be one of those 30% down drafts in Apple. And there is a political point about China doing something with Taiwan that obviously has an impact with Apple. Some of the trade restrictions are making it difficult for China to get a hold of advanced chips. So low probability, because it would be such a big event, but there is a very logical case of how that could happen. I think they're probably next in line as one of the most important companies there.
Play episode from 52:47
Transcript


